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  • Lockheed Martin: The Dream Continues
    Fri, Sep. 26 LMT 16 Comments

    Summary

    • Announces 12th consecutive double digit dividend increase; only 6 other companies have managed this.
    • Rare combination of yield, dividend growth, buyback, and capital appreciation.
    • With political pressure increasing by the day, defense spending could increase further.
  • McDonald's Corporation: On 'Low D' Notice
    Fri, Sep. 19 MCD 52 Comments

    Summary

    • MCD announces 2nd consecutive moderate 5% dividend increase.
    • Slowing sales are obviously having an impact on earnings and dividend increases.
    • The stock is dangerously close to falling below the 8% Chowder number based on the last two increases.
  • Microsoft's Dividend Increase
    Wed, Sep. 17 MSFT 34 Comments

    Summary

    • Software giant announces yet another double digit dividend growth.
    • Low payout ratio, moderate earnings growth, and cash on hand should convince investors of many more dividend increases.
    • A nice turnaround play that pays increasing dividends while you wait.
  • Terrific Stocks On Sale: Part 2
    Mon, Sep. 15 T 11 Comments

    Summary

    • Part 2 of this series covers one of the most famous dividend stocks: AT&T.
    • DirecTV could add thrust to dividend growth, while AT&T is catching up on existing territories.
    • Insider purchases, technicals and price targets add luster.
  • Terrific Stocks On Sale: Part 1
    Mon, Sep. 15 GSK 15 Comments

    Summary

    • This series is an attempt to uncover some value stocks hiding in plain sight.
    • Some of these stocks yield as much as 6%.
    • Temporary bad news for the firm is good news for long-term investors.
  • Yum Brands: 2014 Dividend Increase
    Thu, Sep. 11 YUM 5 Comments

    Summary

    • Announces 10th consecutive double-digit dividend increase; new annual dividend is $1.64/share.
    • Pushes current yield to 2.25%, the highest level since 2010.
    • Yield on cost will more than double for the patient investor; along with capital gains.
  • Philip Morris: 2014 Dividend Increase
    Wed, Sep. 10 PM 19 Comments

    Summary

    • Announces 7th consecutive annual dividend increase; new annual dividend is $4.00/share.
    • Pushes current yield to 4.80%, highest among big tobacco names right now.
    • Yield on cost will easily double for the patient investor; another case of time trumping timing.
  • Altria's 2014 Dividend Increase
    Fri, Aug. 22 MO 53 Comments

    Summary

    • Dividend icon increases dividend by 8%, its 45th consecutive increase.
    • In spite of ever existing concerns, the yield on cost will more than double for patient investors.
    • This stock is a classic example where time trumps timing.
  • Johnson & Johnson: What If You Bought At These Highs?
    Wed, Jun. 25 JNJ 22 Comments

    Summary

    • Stocks are at all-time highs, but most investors feel the urge to invest their money somewhere.
    • With interest rates expected to stay low, stocks look even more attractive.
    • What's likely to happen if an investor buys shares in Johnson & Johnson right now?
  • Seadrill: Come To Daddy
    Wed, Jun. 25 SDRL 129 Comments

    Summary

    • At the outset, this volatile stock is certainly not for everyone.
    • Recent pullback in price has gotten us interested in initiating a position.
    • Long term growth story remains promising but be ready for a roller coaster.
  • AT&T: What If You Bought At Market Highs?
    Sun, Jun. 22 T 77 Comments

    Summary

    • Stocks are at all-time highs but most investors feel the urge to invest their money somewhere.
    • With the Fed's statement about interest rates, stocks look even more attractive.
    • What's likely to happen if an investor buys shares in AT&T right now?
  • Altria: What If You Bought At These Highs?
    Fri, Jun. 20 MO 78 Comments

    Summary

    • Stocks are at all-time highs but most investors feel the urge to invest their money somewhere.
    • With the Fed's statement yesterday about interest rates, stocks look even more attractive.
    • What's likely to happen if an investor buys shares in Altria Group right now?
  • Coca-Cola: 3% Yield And Other Reasons To Consider
    Mon, Jun. 16 KO 21 Comments

    Summary

    • Coca-Cola is one of the best stocks to own if you believe a market pullback is imminent.
    • Increased stake in Green Mountain shows Coca-Cola sees great potential in this partnership.
    • Price target and technical indicators are in favor of the stock.
  • Market Crash?: Why I Would Love One
    Sun, Jun. 15 KO, MO, O 73 Comments

    Summary

    • Do you believe a pullback is due? If so, what's your strategy to cushion yourself during a market sell-off?
    • Jeremy Siegel called dividends "bear market protectors" and "return accelerators."
    • A market pullback is perhaps the best time to reinvest dividends in the paying company.
  • Target: A Much-Needed Dividend Increase
    Thu, Jun. 12 TGT 16 Comments

    Summary

    • The retailer injects some much-needed confidence into its investors.
    • Trading at the low end of its 52-week range, Target's yield handily beats Wal-Mart's.
    • Its payout ratio, free cash flow, and earnings should comfort investors about many more dividend increases.
  • Verizon: 5 Reasons To Consider Buying
    Mon, Jun. 9 VZ 32 Comments

    Summary

    • Dividends and clock-like dividend increases remain the long-term attractions.
    • Analyst estimates and price targets add luster to short term.
    • Support from big boys as well as technical standpoint do not hurt.
  • UnitedHealth's 2014 Dividend Increase
    Wed, Jun. 4 UNH 2 Comments

    Summary

    • Healthcare giant announces massive 34% dividend increase.
    • Low payout ratio and steady earnings should comfort dividend growth investors about more increases.
    • This stock has current yield, dividend growth, and capital appreciation potential.
  • AT&T: 5 Reasons We Are Interested Again
    Tue, Jun. 3 T 47 Comments

    Summary

    • Wireless division seems to be gaining steam and analyst estimates are going up.
    • End of the year dividend increase might be more than the usual 2% to 3%.
    • The stock is still attractive, especially if you believe a pullback is due.
  • Philip Morris: Good Time To Add ?
    Thu, May. 22 PM 24 Comments

    Summary

    • Some tobacco stocks have seen major moves recently due to merger rumors.
    • Philip Morris has almost been forgotten but the stock screams value.
    • Upcoming dividend increase presents investors a chance to lock in a higher yield on cost.
  • Microsoft: Why $38 Looks Enticing
    Mon, May. 19 MSFT 10 Comments

    Summary

    • Is the new CEO really turning the tide as Office for iPad has shown?
    • A rare inside purchase and price targets add to the positives.
    • Charts show the stock having solid support at the 3% to 3.2% yield mark.
  • AT&T: Better Dividends On The Way?
    Sun, May. 18 T 34 Comments

    Summary

    • DirecTV buyout is expected to be announced officially anytime soon.
    • AT&T bulls and bears are already voicing their opinions about this deal.
    • Could buyout enhance AT&T's slowing dividend growth rate?
  • Verizon: Buffett And Few More Reasons To Buy
    Fri, May. 16 VZ 26 Comments

    Summary

    • Berkshire discloses it now holds 11 million shares in Verizon.
    • Increasing earnings estimates are also encouraging.
    • Price targets and dividends should comfort investors about the upside.
  • Cisco: Is It A Buy Ahead Of Earnings?
    Wed, May. 14 CSCO 8 Comments

    Summary

    • Networking giant reports 3rd quarter results after the market closes today.
    • Price target, Estimates, and Dividends provide the fundamental backing.
    • Technicals suggest short term bottom is near as well.
  • Ford: 5 Positives Among A Sea Of Negatives
    Thu, May. 8 F 49 Comments

    Summary

    • Recent events have further undermined a struggling stock.
    • But analyst upgrade, price target, and technical indicators support the undervalued thesis.
    • And the stock also seems range-bound for short-term traders to take advantage of.
  • PepsiCo: 42 And Counting
    Wed, May. 7 PEP 4 Comments

    Summary

    • Food and beverage giant announces 42nd consecutive dividend increase.
    • This puts the yield on par at 3% with the other beverage giant, Coca-Cola.
    • Price target, analyst estimates and analyst reports show reasons for optimism.
  • Chevron: 27 And Counting
    Thu, May. 1 CVX 12 Comments

    Summary

    • Oil giant announces 27th consecutive dividend increase.
    • Low payout ratio, moderate free cash flow, and moderate buyback indicate dividend growth will continue.
    • Morningstar says Chevron is one of the few stocks left in the market trading lower than its fair value.
  • Exxon Mobil: 32 And Counting
    Thu, May. 1 XOM 35 Comments

    Summary

    • Oil giant announces 32nd consecutive dividend increase.
    • Low payout ratio, moderate free cash flow, and moderate buyback indicate dividend growth will continue.
    • Morningstar says Exxon is one of the few stocks left in the market trading lower than its fair value.
  • IBM: The Best Dividend Growth Stock In Tech
    Tue, Apr. 29 IBM 31 Comments

    Summary

    • Big Blue announces 19th consecutive dividend increase.
    • With low payout ratio, steady free cash flow, and buybacks, there are no signs of slowing down.
    • This is another stock where time will triumph timing.
  • Visa's Sell-Off: Ignoring The Forest For The Trees
    Mon, Apr. 28 V 21 Comments

    Summary

    • Visa's recent sell-off is a buying opportunity as the long-term story remains intact.
    • Visa is one of the few stocks that provide growth, income and dividend growth.
    • Technical Indicators are in favor of the stock as well.
  • Johnson & Johnson's Dividend Increase
    Fri, Apr. 25 JNJ 41 Comments

    Summary

    • Iconic company announces 52nd consecutive dividend increase.
    • This stock is a classic example of how slow and steady returns reward investors over the long term.
    • For a stock like this, "time" is a better tool for success than "timing".
  • Apple: Let Us Not Get Overexcited
    Thu, Apr. 24 AAPL 98 Comments

    Summary

    • Apple reported great earnings but perhaps investors are making too much out of it.
    • Dividends, buyback and splits are great but not game changers.
    • With a near 10% move, the stock might have overreacted already.
  • Coca-Cola Or Microsoft: The Other Side
    Wed, Apr. 23 MSFT, KO 10 Comments

    Summary

    • Microsoft is in limbo as the company tries to shed the ghost of the lost decade.
    • Coca-Cola, on the other hand, can continue doing what it does best with average but safe returns.
    • Price targets and Insider buying tilt the scales in favor of Coca-Cola for the short term.
    • Low volatility, dividend growth history, and nature of business support the long-term thesis.